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Charles Schwab

1,885 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 687 increasing their positions, 790 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 84.26%84.23% (-0.02%)

13% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 790

25% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $2.05B

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$2.05B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
476
$7.1M
477
$7.09M
478
$7.06M
479
$7.05M
480
$7.01M
481
$7M
482
$6.84M
483
$6.82M
484
$6.68M
485
$6.64M
486
$6.63M
487
$6.58M
488
$6.54M
489
$6.52M
490
$6.49M
491
$6.46M
492
$6.39M
493
$6.38M
494
$6.34M
495
$6.33M
496
$6.23M
497
$6.19M
498
$6.06M
499
$6.05M
500
$6.03M